PHTFX Mutual Fund Analysis & Holdings | MarketXLS

PHTFX Mutual Fund

NAV$11.53

AUM$15M

TER0.34%

Holdings12

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PHTFX Mutual Fund

NAV$11.53

Principal LifeTime Hybrid Income Fund Institutional Class

AUM$15M

TER0.34%

Holdings12

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PHTFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PHTFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PHTFX Mutual Fund Overlap Analysis

PHTFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PHTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, PHTFX may share significant positions with broad-market funds.

PHTFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PHTFX tax-loss harvesting finds highly correlated but non-identical funds.